Financial Advisor
BMO U.S.
full-time
Posted on:
Location Type: Office
Location: Culver City • California • 🇺🇸 United States
Visit company websiteSalary
💰 $57,500 - $106,500 per year
Job Level
Mid-LevelSenior
About the role
- Provides financial and investment planning and advice in collaboration with other team members
- Determines client needs and provides solutions through the sales of managed products and services
- Provides other solutions indirectly through referrals to business partners
- Supports the achievement of sales and performance targets for new asset sales
- Implements business development strategies to acquire new business
- Identifies opportunities during customer conversations to generate referrals
- Implements a relationship management plan in collaboration with the lead relationship manager
- Develops solutions and makes recommendations based on an understanding of the business strategy
- Conducts independent analysis and assessment to resolve strategic issues
- Coordinates and executes specific activities for the implementation of strategic initiatives
- Manages databases and provides support for analysis, forecasting and/or data visualization
- Breaks down strategic problems and analyses data and information to provide insights and recommendations
Requirements
- Typically between 4 - 6 years of relevant experience
- Post-secondary degree in related field of study or equivalent combination of education and experience
- FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses
- Life and Health Insurance Producer’s License
- Completed LTC Continuing Education Requirements
- Strong working knowledge of financial industry
- In-depth experience working with managed products and providing fee-based advice
- In-depth understanding of deposit and loan (including mortgage) products and banking services
- Technical proficiency gained through education and/or business experience
- Verbal & written communication skills - In-depth
- Collaboration & team skills - In-depth
- Analytical and problem solving skills - In-depth
- Influence skills - In-depth
- Data driven decision making - In-depth
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planninginvestment planningmanaged productsdata analysisdata visualizationforecastingbusiness developmentrelationship managementstrategic initiativesproblem solving
Soft skills
communication skillscollaboration skillsanalytical skillsinfluence skillsteam skillsdata driven decision making
Certifications
FINRA Series 6 LicenseFINRA Series 63 LicenseFINRA Series 65 LicenseFINRA Series 7 LicenseFINRA Series 66 LicenseLife and Health Insurance Producer’s LicenseLTC Continuing Education Requirements